DOCUMENTATION

Data and Permissions

Easy Assistants AI only requests access required to run voice, SMS, booking, and CRM write-back. This page is the scopes justification in plain language.

Reviewers and customers can match each permission to a screen in the app. We do not use these permissions to market to your contacts or to access unrelated locations.

Location (sub-account) permissions

- Conversations read/write — find or create the CRM thread that belongs to a contact so SMS and call activity have a place to live.

- Conversation messages read/write — post inbound SMS, outbound SMS, call logs, recordings, and delivery status. Read messages when a teammate replies from the CRM inbox so we can deliver that text.

- Contacts read/write — look up a person by phone during a call or SMS; create or update the contact from the conversation.

- Location read — identify which account was installed and sync timezone and basic location metadata.

- Custom fields read/write — create and fill call-summary and outcome fields after a conversation.

- Tags read/write — read existing tags and apply outcome or AI-gating tags.

- Calendars read/write and calendar events read/write — list calendars, read availability, and book or update appointments.

- Users read — list location staff required for team calendar types (round robin, collective, and similar).

- Opportunities read/write — keep pipeline records aligned with outreach outcomes.

- Workflows read — list workflows so marketplace actions can be configured on the connected location.

Company-level permissions

These are used when an agency authorizes Easy Assistants AI at the company level to provision or manage client workspaces. Everyday calling and texting on a connected location do not need them.

- Locations write and users write — create or link a sub-account and staff when a new client workspace is provisioned.

- OAuth read/write — see which locations installed the app and mint a location token so the workspace can auto-connect.

- SaaS location read/write — read subscription status on a location and disable it if the workspace is cancelled.

- Snapshots read/write — list agency snapshots and apply a default snapshot to a newly created location.

Where the data is stored

OAuth tokens are stored encrypted for the connected workspace. Call recordings, transcripts, SMS bodies, and CRM identifiers are stored so Inbox, Calls, and write-back can function. See the Privacy policy for retention, processors, and how to request deletion.

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